See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,386 | $54,541-16.8% | $78,778-42.4% | $70,131-35.3% |
| Participation rate | 66.2% | 60.8%+5.4pp | 69.2%-3.0pp | 69.5%-3.4pp |
| Annual return | 21.62% | 21.07%+0.5pp | 35.62%-14.0pp | 73.14%-51.5pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,135 | $2,210-48.6% | $2,958-61.6% | $3,332-65.9% |
| Admin fee / account holder | $3,613 | $3,709-2.6% | $5,134-29.6% | $4,645-22.2% |